Simplify Partner Portal

Simplify FinancePartner Portal

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Sign in to access the partner pipeline.

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Partner Portal

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Total Leads

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In Progress

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Settled

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Pipeline Value

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Referral Partners

Users

Invite new users via Supabase Dashboard → Authentication

Add Lead

You can update the status, your contact name, and your notes below.

Client & Deal

Client / Borrowing Entity Name *

Loan Purpose

Status

Security Type

Facility Type

Purchase Price / Market Value ($)

Security Address

Market Rental ($ p.a.)

LVR

Client Contact

Mobile

Email

Referral Details

Referred By (Simplify)

Partner

Partner Contact

Date Referred

Commission ($)

Notes

Deal Scenario (background / context regarding the transaction)

Partner Update

Add Partner

Partner Name *

Slug (URL-safe identifier)

Edit User

Role

Partner Organisation